MCM

Mill Capital Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 22.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$975K
2
+$642K
3
+$316K
4
AAPL icon
Apple
AAPL
+$257K
5
TSLA icon
Tesla
TSLA
+$214K

Top Sells

1
+$3.07M
2
+$1.88M
3
+$1.52M
4
JPM icon
JPMorgan Chase
JPM
+$1.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$674K

Sector Composition

1 Financials 26.41%
2 Technology 26.28%
3 Industrials 12.03%
4 Healthcare 9.89%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01M 0.08%
16,250
77
$955K 0.07%
5,542
78
$930K 0.07%
3,210
79
$911K 0.07%
7,063
80
$882K 0.07%
3,788
81
$813K 0.06%
4,382
82
$802K 0.06%
8,724
83
$799K 0.06%
7,924
-1,417
84
$707K 0.06%
17,182
-750
85
$698K 0.05%
5,289
-225
86
$650K 0.05%
+25,407
87
$617K 0.05%
6,761
88
$545K 0.04%
1,665
89
$537K 0.04%
4,438
90
$523K 0.04%
7,055
-2
91
$503K 0.04%
4,824
92
$494K 0.04%
4,144
93
$494K 0.04%
16,512
94
$482K 0.04%
1,750
95
$422K 0.03%
6,250
96
$418K 0.03%
9,226
97
$417K 0.03%
10,860
+83
98
$417K 0.03%
2,000
99
$387K 0.03%
2,076
100
$354K 0.03%
10,244
1 2 3
4
5